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Tax Preparer

Job ID: 1779716
OA Reference: 1186-KC-HH

  • $52,000 to $60,000
  • Lake Forest, 92630

We are seeking a highly experienced, dependable, and client-focused Bilingual Spanish Tax Preparer to join our team on a year-round basis. This is an excellent opportunity for a professional who not only prepares accurate tax returns but is also enthusiastic about reviewing work, mentoring team members, and contributing to the continued growth of the firm. The ideal candidate will be fluent in Spanish and English, hold an active CTEC certification, and be comfortable working with both individual and small business clients while maintaining the highest standards of professionalism and accuracy.

Key Responsibilities:
• Prepare Federal and State tax returns for individuals and small businesses
• Review tax returns prepared by other team members to ensure accuracy, compliance, and completeness
• Identify applicable deductions, credits, and tax-saving strategies for clients
• Ensure all client documentation is complete and accurate prior to filing
• E-file returns and manage follow-ups or corrections as needed
• Communicate professionally with clients regarding their tax situations, questions, and documentation
• Collaborate with the CPA and administrative team to maintain a smooth and efficient workflow
• Train, mentor, and support junior staff or interns as needed
• Assist with improving internal processes and client service initiatives year-round
• Maintain the highest level of confidentiality and professionalism

Requirements:
• Minimum 3 years of tax preparation experience
• Experience preparing both individual (1040) and business returns (1120/1065)
• Must be Bilingual in English and Spanish
• Active CTEC certification required
• Active PTIN registration
• Ability to review and verify the work of other tax preparers
• Strong understanding of U.S. tax laws, regulations, and filing procedures
• Experience using Drake Tax Software or similar tax preparation platforms
• Excellent communication, organizational, and client service skills
• Willingness to train and mentor junior staff

Preferred Qualifications:
• Experience with tax resolution or back tax filings
• Interest in growing into a leadership or supervisory role

Compensation & Benefits:
• Competitive hourly or per-return compensation based on experience
• Bonus potential during peak tax season
• Ongoing training and professional development opportunities
• Stable, year-round employment

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

(none specified)

AppleOne Representative Contact Info

Account Executive:
Krystina
Branch Phone:
Location:
Mission Viejo, CA